AI

Atria Investments Portfolio holdings

AUM $8.75B
1-Year Est. Return 17.99%
This Quarter Est. Return
1 Year Est. Return
+17.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.68B
AUM Growth
+$318M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,126
New
Increased
Reduced
Closed

Top Buys

1
+$52.3M
2
+$50.2M
3
+$46.2M
4
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$36.1M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$32.1M

Top Sells

1
+$57.8M
2
+$45.1M
3
+$31.1M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$29.3M
5
BEAT
BioTelemetry, Inc.
BEAT
+$22M

Sector Composition

1 Technology 6.93%
2 Financials 4.65%
3 Healthcare 4.03%
4 Consumer Discretionary 3.96%
5 Industrials 3.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1.58M 0.06%
27,675
+13,129
277
$1.58M 0.06%
18,321
+6,276
278
$1.57M 0.06%
40,273
-57,299
279
$1.55M 0.06%
5,631
+1,764
280
$1.55M 0.06%
40,934
-6,468
281
$1.54M 0.06%
9,900
+1,201
282
$1.53M 0.06%
9,417
-490
283
$1.52M 0.06%
+15,058
284
$1.5M 0.06%
16,716
+1,966
285
$1.5M 0.06%
14,045
+1,057
286
$1.5M 0.06%
12,285
+4,120
287
$1.5M 0.06%
22,614
+7,263
288
$1.49M 0.06%
10,706
+635
289
$1.49M 0.06%
81,498
+51,201
290
$1.49M 0.06%
14,290
-3,241
291
$1.48M 0.06%
40,030
+4,412
292
$1.48M 0.06%
13,460
+766
293
$1.47M 0.05%
128,540
+30,212
294
$1.47M 0.05%
58,634
+34,459
295
$1.45M 0.05%
125,826
-92,892
296
$1.44M 0.05%
27,517
+3,889
297
$1.44M 0.05%
88,230
+3,925
298
$1.43M 0.05%
+24,410
299
$1.42M 0.05%
44,438
+36,777
300
$1.41M 0.05%
+9,436
10 11
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